Horizon™ for Chicago Deferred Compensation Plan
Fund List (as of 09/01/23)
Type/Asset Class Plan Fund Name Comments/Penalties
Money Market Chicago Blended Fixed Option (Money Market) None
Intermediate Core-Plus Bond Dodge & Cox Income None
Moderately Conservative Allocation T. Rowe Price Retirement Balanced Not included in Horizon™
Moderately Conservative Allocation Vanguard LifeStrategy Conservative Growth Not included in Horizon™
Moderately Aggressive Allocation Vanguard LifeStrategy Growth Not included in Horizon™
Moderate Allocation Vanguard LifeStrategy Moderate Growth Not included in Horizon™
Large Growth T. Rowe Price Growth Stock Not included in Horizon™
Large Growth The Growth Fund of America 30-day purchase block on $5000
Large Growth Fidelity Contrafund Not included in Horizon™
Large Value Dodge & Cox Stock None
Large Blend T. Rowe Price Dividend Growth None
Large Blend Vanguard Institutional Index None
Large Blend Vanguard Total Stock Market Index Not included in Horizon™
Mid-Cap Growth Baird MidCap Not included in Horizon™
Mid-Cap Value JPMorgan Mid Cap Value None
Mid-Cap Value Vanguard Mid-Cap Index Not included in Horizon™
Mid-Cap Value Wells Fargo C&B Mid Cap Value Not included in Horizon™
Mid-Cap Value Ariel Appreciation None
Small Growth Lord Abbett Developing Growth Not included in Horizon™
Small Value Invesco Small Cap Value 30-day purchase block on $5000
Small Blend Vanguard Small-Cap Index None
Global Large-Stock Blend Americans Capital World Growth & Income None
Foreign Large Growth EuroPacific Growth 30-day purchase block on $5000
Target-Date 2050 T. Rowe Price Retirement Target Date Funds None